Capturing and fulfilling a Sales Order

Now we’re ready to capture orders, we’ll walk you through approving and allocating stock to the Sales Order. We’ll then create a Shipment and Pick Pack & Ship the Order. Finally we’ll invoice the Sales Order. Note You can Invoice the Sales Order up front if you want, but be sure to do Allocation first.

Order Approval and Stock Allocation

Approval: It may be you want all Sales Orders to be ‘Approved’ before initiating fulfilment. Read about it here.

Stock Allocation: Reserve stock so that it cannot be assigned to other orders. Read about it here. The default setting for Allocation is ‘Allocate any available stock’. You can change this by going to Setup > Configuration > Sales Orders.

Shipping Courier Integration

Regardless of if your in the US, UK or anywhere else we offer shipping integration with the major carriers . For the USA we’ve integrated with Shipstation and Shipworks. For the UK we’ve integrated with IFS Smartfreight. If you’re in any other Country, please contact us.

You can fulfil and invoice multiple orders in 8 clicks or less. Watch the Video

Drop Shipping

You Drop Ship Items by creating Purchase Order(s) directly from a Sales Order. You’ll need a Supplier, a Customer and an Item which is set to Drop Ship.

Build Assembly

You should now have all of the components you need to build your assembly Item. You can include built assemblies as subassemblies of assemblies. When you build an assembly it decreases the stock level of the components and increases the stock level of the built assemblies.

Capturing and fulfilling a Sales Order

Now we’re ready to capture orders, we’ll walk you through approving and allocating stock to the Sales Order. We’ll then create a Shipment and Pick Pack & Ship the Order. Finally we’ll invoice the Sales Order. Note You can Invoice the Sales Order up front if you want, but be sure to do Allocation first.

Order Approval and Stock Allocation

Approval: It may be you want all Sales Orders to be ‘Approved’ before initiating fulfilment. Read about it here.

Stock Allocation: Reserve stock so that it cannot be assigned to other orders. Read about it here. The default setting for Allocation is ‘Allocate any available stock’. You can change this by going to Setup > Configuration > Sales Orders.

Shipping Courier Integration

Regardless of if your in the US, UK or anywhere else we offer shipping integration with the major carriers . For the USA we’ve integrated with Shipstation and Shipworks. For the UK we’ve integrated with IFS Smartfreight. If you’re in any other Country, please contact us.

You can fulfil and invoice multiple orders in 8 clicks or less. Watch the Video